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Financial PlanningThe objectives of this programme are to enable participants to understand the Foundation of Financial Planning. On successful completion this programme, participants can apply for the Associate Financial Planner (AFPCM) certification.
The Associate Financial Planner (AFPCM) certification is an entry level certification in the financial planning sector. The AFPCM certification trains the individual to be competent to recommend general financial planning strategies and to advise on the appropriate selection and use of various financial products.
Upon attaining the AFPCM certification, participants may choose to pursue a CERTIFIED FINANCIAL PLANNER™/CFP® certification, which represents the gold standard of financial planning and wealth management. CFP® certificants are seen as the cream of the crop within the financial planning and wealth management industries.
Assessments are conducted by the Financial Planning Association of Singapore (FPAS).
Module 1: Foundation in Financial Planning
Age
18 years old
Academic Qualification
Any of the followings:
- GCE A level
- Diploma
| Course Fee (with GST) | FPAS
Exam Fee (with GST) |
Total Fees (with GST) | |
| Fees | $1679.00 | $321.00 | $2,000.00 |
| 90% IBF-STS fee Subsidy
(end 31/12/2021) |
1511.10 | 288.90 | 1,800.00 |
| 5% IBF Credit fee Subsidy
(end 31/12/2020) |
83.95 | 16.05 | 100.00 |
| Total Subsidies | $1,595.05 | $304.95 | $1,900.00 |
| *Fee Payable after Subsidies | 83.95 | 16.05 | $100.00 |
| Self-sponsored individuals (SC/PRs) can receive $10 per training hour for completing the programme under the Training Allowance Grant (TAG)
(end 31/12/2020) |
30 Hrs X $10 = $300.00 | ||
| Financial Institutions can receive $15 per training hour after employees complete training under the Training Allowance Grant (TAG)
(end 31/12/2020) |
30 Hrs X $15 = $450.00 | ||
*Fee Payable after subsidies can be pay by SkillsFuture Credit for Self-sponsored individuals
Information on Institute of Banking and Finance Singapore (IBF) Fee Subsidy
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